We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
601
Pallas Capital Advisors
Massachusetts
$235K -$86.1K -821 -28%
GC
602
Grimes & Company
Massachusetts
$233K +$524 +5 +0.2%
KL
603
KilterHowling LLC
Colorado
$232K +$2.62K +25 +1%
MAM
604
Marotta Asset Management
Virginia
$232K – – –
SRC
605
Shufro Rose & Co
New York
$230K +$229K +2,183 New
JFG
606
Jefferies Financial Group
New York
$228K +$227K +2,160 New
DAS
607
Dynamic Advisor Solutions
Arizona
$227K -$94.9K -905 -30%
BFA
608
Beacon Financial Advisory
Ohio
$224K +$1.05K +10 +0.5%
PFM
609
Peak Financial Management
Massachusetts
$221K +$220K +2,100 New
KIA
610
KCM Investment Advisors
California
$220K -$51.7K -493 -19%
PCA
611
Prosperity Capital Advisors
Ohio
$219K +$218K +2,083 New
HI
612
Harbour Investments
Wisconsin
$219K +$17.4K +166 +9%
WAL
613
W Advisors LLC
Tennessee
$219K +$218K +2,077 New
IAA
614
Independent Advisor Alliance
North Carolina
$218K +$217K +2,070 New
MWM
615
Modera Wealth Management
New Jersey
$218K +$217K +2,070 New
EI
616
Ellevest Inc
New York
$217K +$210 +2 +0.1%
CWM
617
Congress Wealth Management
Massachusetts
$217K -$4.3K -41 -2%
FPCG
618
Forum Private Client Group
Indiana
$216K +$215K +2,054 New
SFG
619
Sovereign Financial Group
Connecticut
$216K -$179K -1,709 -45%
GGS
620
Galvin Gaustad & Stein
Arizona
$215K -$59.8K -570 -22%
RWMH
621
Riverpoint Wealth Management Holdings
Illinois
$214K +$213K +2,035 New
IA
622
Insight Advisors
Pennsylvania
$214K -$6.29K -60 -3%
AAP
623
Arax Advisory Partners
Colorado
$214K +$1.89K +18 +0.9%
MCA
624
Maryland Capital Advisors
Maryland
$214K – – –
WIA
625
World Investment Advisors
California
$211K +$210K +2,006 New
23 24
25
26 27